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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-18.8%Nov 7 11:47 AM EST
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To: Ramsey Su who wrote (18554)7/1/1998 8:01:00 PM
From: Dick Smith  Read Replies (1) of 45548
 
Just a techie note about modem upgrades...

Ramsey Su wondered: "Furthermore, I have been using a cable modem. Can't see any reason why I would ever upgrade my 28.8 just to receive faxes. Someone posted that modem may be around a qtr of COMS business. Is this still a growth sector?"

First off, there's no reason to upgrade you modem if all you do is pretend to be a fax machine... Currently fax protocols actually top out at 19,200 baud, if I remember right, and there's no current new standards coming that I'm aware of.

I hope that Ramsey's cable modem is a COMS one... but many of us don't think we're going to be able to get either CableModem or xDSL service from our providers in the near term, and so we're doing (or have already done) the last modem upgrade to V.90. My local cable company here in the Chicago suburbs doesn't seem to be getting to the internet all that fast, even though I have friends in the city who already have one-way cable modems from their provider. As for xDSL, I haven't seen a bargain from Ameritech, my local Baby Bell, since the split... and I'm not expecting it now.

What makes sense for COMS modem business is to be in all those markets, and they are.

Dick
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